Rita and Herbert Z Gold Charitable
Rita and Herbert Z Gold Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dunedin, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $474K in total assets. In 2024, it awarded 3 grants totaling $56K. Net investment income was $27K.
Key facts about Rita and Herbert Z Gold Charitable
- EIN
- 11-6465852
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $55,954
- Grants made (2024)
- 3
- Average grant
- $18,651
- Median grant
- $16,999
- Total assets
- $473,506
- Primary geography
- New York (70% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Rita and Herbert Z Gold Charitable funds
By grant dollars, the top recipient states for Rita and Herbert Z Gold Charitable's 3 itemized 2024 grants were New York (70%) and California (30%). 33% of grants with a stated purpose were for general or operating support.
How Rita and Herbert Z Gold Charitable gives
- Giving fell 76% from 2021 to 2024. Method
- In 2024 it paid out 194% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Rita and Herbert Z Gold Charitable
- How to evaluate Rita and Herbert Z Gold Charitable as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Rita and Herbert Z Gold Charitable with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$474K
-6.5% YoY
Annual Giving
$56K
+78.7% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$19K
+78.7% YoY
Under IRS private-foundation payout rules, Rita and Herbert Z Gold Charitable reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.
About Rita and Herbert Z Gold Charitable
Based on IRS filings
Rita and Herbert Z Gold Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dunedin, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $474K in total assets. In 2024, it awarded 3 grants totaling $56K. Net investment income was $27K.
Focus Areas
Ready to take the next step with Rita and Herbert Z Gold Charitable?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 3 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $473,506 | $506,176 | $545,640 |
| Revenue | $35,917 | $14,692 | $74,297 |
| Expenses | $76,953 | $54,156 | $172,458 |
| Qualifying Distributions | $68,244 | $46,049 | $159,279 |
| Net Investment Income | $27,154 | $6,585 | $64,314 |
| Distributable Amount | $35,252 | $26,024 | $31,540 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Strike Anywhere Inc ($30,000), Dakota Dry ($16,999), Dawn Lloyd-Matthews ($8,955).
| Recipient | Purpose | Amount |
|---|---|---|
| STRIKE ANYWHERE INC New York, NY | GENERAL SUPPORT | $30,000 |
| DAKOTA DRY Oakland, CA | COLLEGE SCHOLARSHIP | $16,999 |
| DAWN LLOYD-MATTHEWS Melville, NY | COLLEGE SCHOLARSHIP | $8,955 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Paula Milone | Trustee | 2 | $5,247 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Rita and Herbert Z Gold Charitable?
Rita and Herbert Z Gold Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dunedin, FL. It holds $474K in total assets as of 2024.
How large is Rita and Herbert Z Gold Charitable?
As of 2024, Rita and Herbert Z Gold Charitable holds $474K in total assets with $36K in annual revenue. It awarded 3 grants totaling $56K in 2024.
Where does Rita and Herbert Z Gold Charitable operate?
Rita and Herbert Z Gold Charitable has awarded grants in California, Florida, Kansas, New Jersey, New York.
What size grants does Rita and Herbert Z Gold Charitable award?
In 2024, Rita and Herbert Z Gold Charitable awarded 3 grants totaling $56K — an average of about $19K per grant, based on its IRS Form 990 filings.
How much is Rita and Herbert Z Gold Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Rita and Herbert Z Gold Charitable reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Rita and Herbert Z Gold Charitable's EIN?
Rita and Herbert Z Gold Charitable's EIN (Employer Identification Number) is 11-6465852. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Rita and Herbert Z Gold Charitable's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Tulsa Community Foundation
Tulsa, OK
Assets
$1.1B
Grants
1,066
Total Given
$158.6M
Chubb Charitable Foundation
Philadelphia, PA
Assets
$74.9M
Grants
3,719
Total Given
$6.3M
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
Assets
$83.3M
Grants
144
Total Given
$67.7M
Kim and Martin Sands Family
Greenwich, CT
Assets
$213K
Grants
23
Total Given
$170K
Publix Super Markets Charities Inc
Lakeland, FL
Assets
$233.8M
Grants
3,269
Total Given
$52.5M
The Community Foundation for
Jacksonville, FL
Assets
$708.7M
Grants
2,470
Total Given
$78.0M
The Miami Foundation Inc
Miami, FL
Assets
$525.0M
Grants
879
Total Given
$57.2M
Early Learning Coalition of Broward
Fort Lauderdale, FL
Assets
$15.9M
Grants
636
Total Given
$152.2M
Leslie L Alexander Foundation Inc
Delray Beach, FL
Assets
$291.4M
Grants
622
Total Given
$28.4M
The Pfizer Foundation Inc
New York, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
Verizon Foundation
Basking Ridge, NJ
Assets
$23.8M
Grants
5,464
Total Given
$7.0M
Jpmorgan Chase Foundation
New York, NY
Assets
$1.2B
Grants
10,334
Total Given
$202.5M
More Funders in Florida
Data last updated September 2026. Sourced from IRS Form 990-PF filings.